Paying a Gift

Zoe Furnivall is our legacy contact at The Scottish Wildlife Trust and all correspondence relating to gifts in Wills should be sent for her attention.

Cheques should be made payable to “Scottish Wildlife Trust” and sent to:

Zoe Furnivall

Scottish Wildlife Trust

Harbourside House

110 Commercial Street

Edinburgh

EH6 6NF

 

If you want to make payment by any other means, please contact Zoe on 0131 312 4772 or by email

Information Required

We would be grateful if you could include the following information when notifying us of a legacy:

  • The full name & title of the deceased
  • Their last known address
  • The date of death
  • The name & contact details for the executor(s)
  • A copy of the Will
  • Any information about the reason for the legacy

Please let us know about a potential gift as soon as possible. This allows us to amend our records to ensure that no further mailings are sent to the deceased if they were a supporter.  We know such things can cause distress.

Collection of Items

If items of value or special interest are left to us, e.g. artwork or stamp collections, these would be valued and sold with the help of professional auctioneers. 

Administering a Gift

In most cases, if shares or property are gifted to the Scottish Wildlife Trust in a Will, we prefer to receive the sale proceeds.

However, every case is different, so we would ask that you contact Zoe (0131 312 4772 or by email) before taking any action to transfer or sell property or shares.

Tax & Legacies

Inheritance tax is not payable on gifts to registered charities.  Because we are a registered charity, gifts to the Scottish Wildlife Trust are deducted from the estate before inheritance tax is calculated.

You can find out more about inheritance tax on HMRC website

Charities are exempt from capital gains tax. They can also reclaim income tax that has been deducted at source from gifts left to them.

You can find out more about capital gains tax on HMRC website 

Gift Aid does not apply to legacies.

For more information on any aspect of writing or updating your Will, you can contact Zoe on 0131 312 4772 or email zfurnivall@scottishwildlifetrust.org.uk

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